Cognex

CGNX

Market cap $11B

Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot.

NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild.

Cognex NASDAQ: CGNX is seeing the early benefits of a leadership transition, an improving market backdrop and a sharper focus on operating efficiency, CFO Dennis Fehr said during a TD Cowen investor event hosted by analyst Joe Giordano.

Cognex Corporation (CGNX) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript

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Cognex Corporation (CGNX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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NATICK, Mass., May 14, 2026 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today announced that Dennis Fehr, Chief Financial Officer, is scheduled to participate in a fireside chat at the TD Cowen 54th Annual Technology, Media & Telecom Conference in New York City on Wednesday, May 27, 2026, at 11:25 a.m.

Customers report faster deployment, improved throughput, and new levels of collaboration NATICK, Mass., May 13, 2026 /PRNewswire/ -- Cognex Corporation (NASDAQ: CGNX), the global leader in industrial machine vision, today announced the general availability of OneVision™, its collaborative AI vision development environment designed to simplify and scale AI-powered inspection across manufacturing operations.